Allie Family Office’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3M | Buy |
305,016
+59,821
| +24% | +$5.35M | 13.51% | 2 |
|
|
2025
Q1 | $20M | Sell |
245,195
-7,842
| -3% | -$641K | 10.95% | 2 |
|
|
2024
Q4 | $19.1M | Buy |
253,037
+16,924
| +7% | +$1.28M | 10.62% | 2 |
|
|
2024
Q3 | $19.7M | Sell |
236,113
-1,745
| -0.7% | -$146K | 10.64% | 2 |
|
|
2024
Q2 | $18.6M | Buy |
237,858
+3,127
| +1% | +$244K | 11.18% | 2 |
|
|
2024
Q1 | $18.7M | Sell |
234,731
-5,917
| -2% | -$472K | 11.04% | 2 |
|
|
2023
Q4 | $18.1M | Sell |
240,648
-1,847
| -0.8% | -$139K | 12.54% | 2 |
|
|
2023
Q3 | $16.6M | Buy |
242,495
+1,147
| +0.5% | +$78.6K | 13.43% | 2 |
|
|
2023
Q2 | $17.5M | Sell |
241,348
-7,796
| -3% | -$565K | 12.56% | 2 |
|
|
2023
Q1 | $17.7M | Buy |
249,144
+8,719
| +4% | +$621K | 13.26% | 2 |
|
|
2022
Q4 | $15.8M | Sell |
240,425
-1,846
| -0.8% | -$121K | 12.99% | 2 |
|
|
2022
Q3 | $13.6M | Buy |
242,271
+33,021
| +16% | +$1.85M | 11.67% | 2 |
|
|
2022
Q2 | $13.1M | Sell |
209,250
-4,066
| -2% | -$254K | 10.6% | 2 |
|
|
2022
Q1 | $15.7M | Buy |
213,316
+27,117
| +15% | +$2M | 12.03% | 2 |
|
|
2021
Q4 | $14.7M | Buy |
+186,199
| New | +$14.7M | 11.56% | 2 |
|